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Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains Nick DeVito, CFP

Financial Planning Explained by financialplanningexplained

Jun 26, 202627:53Education

This week on Financial Planning: Explained, host Michael Menninger, CFP®, and Nick DeVito, CFP®, continue their in-depth Social Security Survivor Benefits case study by exploring one of the most overlooked planning oppor...

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Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains Nick DeVito, CFP is an episode from Financial Planning Explained by financialplanningexplained. This week on Financial Planning: Explained, host Michael Menning...

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Published Jun 26, 2026, 27:53 long, audio available.

Social Security Survivor Benefits Case Study (Part 2): Unrealized Capital Gains Nick DeVito, CFP

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